Best Investors
Account
Sign in
Best Investors
Account
Sign in
880 Carillon Parkway, Saint Petersburg, FL 33716 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2020-10-08 |
| WI | RA | APPROVED | 2014-09-15 |
Branch Locations
4257 Southtowne Drive, Eau Claire, WI 54701 • United States
Eau Claire, WI • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Raymond James Financial Services, Inc. | Eau Claire | WI | 06/2014 | Present |
| Raymond James Financial Services Advisors Inc. | Eau Claire | WI | 09/2014 | Present |
(1)Name of Business: Blue Granite Wealth Address: 4257 Southtowne Dr, Eau Claire, WI, 54701, United States Activity Type: Support Company - Owner Position/Title: Other Investment Related: No Start Date: 01/01/2021 Hours per month devoted to this business: 81+ Hours per month devoted to this business during trading hours: 41+ Description of duties: Owner/Financial Advisor (2)Name of Business: Eau Claire Community Foundation Address: 306 S. Barstow Suite 104, Eau Claire, WI, 54701, United States Activity Type: Non profit Position/Title: Finance/Investment Committee Member Investment Related: Yes Start Date: 04/29/2021 Hours per month devoted to this business: 0-1 Hours per month devoted to this business during trading hours: 0-1 Description of duties: Investment Committee Member. Responsibilities of IC: review overall portfolio asset allocation, regularly assessing spending policy, conducting quarterly reviews of portfolio's performance given investment objectives, ensuring costs appropriate/reasonable
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2014-09-13 |
Reach out to this advisor